| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Atlantic Union Bankshares Corp | 0 | $39 | 0.00% | 0 | New |
| Private Wealth Asset Management, LLC | 2 | $178 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $178 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $179 | 0.00% | −4−66.7% | Reduced |
| Tortoise Investment Management, LLC | 3 | $268 | 0.00% | +3 | New |
| Stephens Consulting, LLC | 3 | $268 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $268 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $357 | 0.00% | −9−69.2% | Reduced |
| Hoey Investments, Inc | 4 | $357 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 5 | $446 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $607 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 7 | $624 | 0.00% | +5+250.0% | Added |
| Activest Wealth Management | 7 | $624 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 7 | $625 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 6 | $634 | 0.00% | +6 | New |
| Binnacle Investments Inc | 9 | $803 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $803 | 0.00% | +5+125.0% | Added |
| HFM Investment Advisors, LLC | 9 | $803 | 0.00% | +6+200.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $892 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $892 | 0.00% | +5+100.0% | Added |
| Parkworth Wealth Management, Inc. | 10 | $892 | 0.00% | +7+233.3% | Added |
| Mid-American Wealth Advisory Group, Inc. | 11 | $981 | 0.00% | +11 | New |
| Riggs Asset Managment Co. Inc. | 12 | $1.07K | 0.00% | +7+140.0% | Added |
| N.E.W. Advisory Services LLC | 13 | $1.16K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.25K | 0.00% | +7+100.0% | Added |
| SJS Investment Consulting Inc. | 17 | $1.52K | 0.00% | −11−39.3% | Reduced |
| Kilter Group LLC | 17 | $1.52K | 0.00% | +17 | New |
| South State Corp. | 18 | $1.61K | 0.00% | −179−90.9% | Reduced |
| Raleigh Capital Management Inc. | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $1.87K | 0.00% | +12+133.3% | Added |
| Cromwell Holdings LLC | 22 | $1.96K | 0.00% | +12+120.0% | Added |
| Avion Wealth | 31 | $2.00K | 0.00% | +8+34.8% | Added |
| Bryn Mawr Trust Co | 24 | $2.14K | 0.00% | +14+140.0% | Added |
| Wolff Wiese Magana LLC | 25 | $2.23K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 30 | $2.68K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 33 | $2.94K | 0.00% | −91−73.4% | Reduced |
| Key Financial Inc | 35 | $3.12K | 0.00% | +35 | New |
| Hughes Financial Services, LLC | 34 | $3.64K | 0.00% | +34 | New |
| Strategic Wealth Partners, Ltd. | 44 | $3.92K | 0.00% | +44 | New |
| Briaud Financial Planning, Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 47 | $4.24K | 0.00% | +47 | New |
| Princeton Global Asset Management LLC | 55 | $4.91K | 0.00% | +55 | New |
| Creative Financial Designs Inc | 56 | $5.00K | 0.00% | +27+93.1% | Added |
| Bare Financial Services, Inc | 63 | $5.62K | 0.00% | +42+200.0% | Added |
| Sierra Ocean, LLC | 65 | $5.80K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 67 | $5.98K | 0.00% | +67 | New |
| Coston, McIsaac & Partners | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 70 | $6.25K | 0.00% | +70 | New |
| Parkside Financial Bank & Trust | 81 | $7.23K | 0.00% | −8−9.0% | Reduced |
| Private Trust Co NA | 83 | $7.40K | 0.00% | +43+107.5% | Added |
| Private Wealth Management Group, LLC | 83 | $7.41K | 0.00% | +10+13.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 85 | $7.58K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 118 | $7.66K | 0.00% | +118 | New |
| NBC Securities, Inc. | 99 | $8.00K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 90 | $8.03K | 0.00% | +90 | New |
| LRI Investments, LLC | 92 | $8.17K | 0.00% | +48+109.1% | Added |
| JFS Wealth Advisors, LLC | 92 | $8.21K | 0.00% | −64−41.0% | Reduced |
| Assetmark, Inc | 99 | $8.83K | 0.00% | +52+110.6% | Added |
| Costello Asset Management, INC | 100 | $8.92K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 100 | $8.92K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 105 | $9.37K | 0.00% | +21+25.0% | Added |
| TD Private Client Wealth LLC | 120 | $10.7K | 0.00% | +120 | New |
| SOA Wealth Advisors, LLC. | 121 | $10.8K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 121 | $10.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 121 | $10.8K | 0.00% | +20+19.8% | Added |
| Fortitude Family Office, LLC | 121 | $10.8K | 0.00% | +81+202.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 96 | $11.2K | 0.00% | +96 | New |
| NewSquare Capital LLC | 136 | $12.1K | 0.00% | +64+88.9% | Added |
| Bell Investment Advisors, Inc | 144 | $12.8K | 0.00% | −76−34.5% | Reduced |
| MAI Capital Management | 145 | $12.9K | 0.00% | +127+705.6% | Added |
| Hemington Wealth Management | 154 | $13.0K | 0.00% | +61+65.6% | Added |
| REAP Financial Group, LLC | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 154 | $13.7K | 0.00% | +9+6.2% | Added |
| Transce3nd, LLC | 155 | $13.8K | 0.01% | +27+21.1% | Added |
| Prestige Wealth Management Group LLC | 157 | $14.0K | 0.00% | +51+48.1% | Added |
| Atlas Capital Advisors LLC | 169 | $15.1K | 0.00% | −37−18.0% | Reduced |
| ORG Partners LLC | 187 | $16.2K | 0.00% | +8+4.5% | Added |
| Whipplewood Advisors, LLC | 191 | $17.0K | 0.01% | +90+89.1% | Added |
| Community Bank, N.A. | 200 | $17.8K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 207 | $18.5K | 0.01% | +207 | New |
| St Germain D J Co Inc | 218 | $19.4K | 0.00% | +218 | New |
| 1248 Management, LLC | 219 | $19.5K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 224 | $20.0K | 0.00% | +24+12.0% | Added |
| Harvest Fund Management Co., Ltd | 247 | $22.0K | 0.00% | −25−9.2% | Reduced |
| WPG Advisers, LLC | 278 | $24.8K | 0.02% | +105+60.7% | Added |
| PFS Partners, LLC | 294 | $26.2K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 300 | $27.0K | 0.00% | +100+50.0% | Added |
| Principal Securities, Inc. | 312 | $27.8K | 0.00% | +162+108.0% | Added |
| Rise Advisors, LLC | 336 | $30.0K | 0.01% | +4+1.2% | Added |
| Optiver Holding B.V. | 343 | $30.6K | 0.00% | +7+2.1% | Added |
| Smartleaf Asset Management LLC | 351 | $30.6K | 0.00% | −26−6.9% | Reduced |
| Motco | 300 | $32.3K | 0.00% | +300 | New |
| Whittier Trust Co of Nevada Inc | 400 | $35.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 412 | $36.8K | 0.00% | +329+396.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 415 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 431 | $38.0K | 0.00% | −983−69.5% | Reduced |
| Huntington National Bank | 455 | $40.6K | 0.00% | −27−5.6% | Reduced |